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Flawless Case Management & The Art of Writing Case Notes

Online Live Webinar: Real-Time, Interactive Training

Workshop Information

One of the hallmarks of social work is case management. Case managers serve on the front lines, helping client families and individuals move toward positive change. Case managers are forced to serve multiple overlapping goals. They can feel torn between the missions of their organizations, the needs of their clients, and their own self-interests. These internal personal conflicts can actually obstruct the work conduct with and on behalf of clients.

This course aims to help case managers develop a fuller understanding of the principles of case management, write appropriate case notes, understand how your role with clients fits into the mission of your organization, and develop practical skills and processes for using yourself to foster positive change in your clients.

Course Level: Beginner

Target Audience: Social Workers, Licensed Professional Counselors, Psychologists, Addictions Counselors, other mental health professionals

Date: Saturday, March 12 2022

Time: Sign-In: 9:30am EST – Workshop: 9:45am-1:00pm EST

Location: Online, Live, Real-Time & Interactive Webinar via Zoom – Category I CE Credits (same as in-person!)

Cost (includes 3.0 CE Credits):

$59 early registration through March 5

$69 after March 5, 2022

$45 per person Group Registration for groups of 3 or more (Click HERE to register a group)

Registration: Registration closes 1 hour prior to the training. Participants may register online (click Register Now below to visit the Group Registration Page for group of 3+) or by Mail.

Presenter: Ashley McSwain, LSW, MSOD

CE Credits: 3.0 Category I MD and DC Social Work CE Credits (same as in-person) – See below for credit details

Ashley McSwain, LSW, MSOD

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Ashley McSwain is the Executive Director for Community Family Life Services, an organization serving women who are returning home following a period of incarceration, homeless and low income families and offers case management, release planning and navigation services. Ashley is also part-time faculty for Catholic University’s Graduate School of Social Work and adjunct for American University in their School of Public Administration. Ashley is licensed to practice Social Work in Maryland and the District of Columbia and holds a Master of Social Work from Temple University, a Master of Organizational Development from American University and a bachelors in Criminal Justice from Temple University. Ashley has worked in the human services field for over twenty-five years and served six years as a probation officer in Philadelphia. Ashley is passionate and committed to representing the voice of those who feel voiceless and those living on the margins of society.


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After attending this course, participants will be able to…

  1. ​Recognize approaches that engage clients and build trust. 

  2. Define the five phases of case management: Contracting, Data Collection, Planning & Feedback, Implementation and Termination & Institutionalization.

  3. Identify methods to encourage collaboration between clinician or case manager and clients. 

  4. Describe how your values influence your case notes.

  5. Demonstrate how to write proper case notes to record your work with clients.


All attendees receive Maryland and DC Social Work CE credits. These credits are accepted for:

  • Maryland Licensed Professional Counselors

  • Maryland Social Workers

  • Maryland Psychologists

  • Maryland Substance Abuse Counselors

  • Maryland Marriage and Family Therapists

  • Maryland Residential Child Care Professionals

  • DC Social Workers

  • DC Licensed Professional Counselors

  • Virginia Social Workers

  • West Virginia Social Workers

  • New Jersey Social Workers

  • Alabama Social Workers

  • Don't see your licensure listed here? Contact your licensing board and ask if they accept Maryland or DC Social Work approved credits. Many states automatically accept credits approved by another state licensing board.

Maryland CEU Institute/Optimal Life Solutions, LLC is an approved sponsor of the Maryland Board of Social Work Examiners (under the Department of Health and Mental Hygiene) for continuing education credits (Category 1 CE Credits). Our workshops are also approved for credit through the DC Board of Social Work.  For more information please visit our FAQ page.


We do our best keep our information current, but state laws sometimes change without notice. Please remember it is your responsibility for interpreting your state’s laws, licensure requirements, course relevancy and all requirements for your state.

If you are aware of a change in your requirements that is not shown here, please send us an email at or complete our Contact Us form. 



Course Interaction & System Requirements: 

This live webinar is fully interactive. Attendees may ask and answer questions throughout the presentation and participate in instructor-led discussions.

Minimum System requirements:

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)

  • A computer or device to watch AND listen to the training as well as type questions or responses into the Zoom chat function (view full list of compatible devices and supported operating systems

Strongly Recommended: 

  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

  • A webcam or HD webcam – built-in, USB plug-in, or:

​View the FULL LIST of compatible operating systems and system requirements.

Course Completion Requirements:

To earn CE Credit attendees must fulfill the following:

  1. Login to the training (Zoom) on time and ensure that you first and last name are showing in Zoom (message staff if unsure or need help).

  2. Complete a separate Virtual Sign-In Sheet by training start time (link provided in Zoom).

  3. Attend training in full and participate.

  4. Complete online evaluation at conclusion (link provided in Zoom).


If all of the above criteria are met your CE certificate will be emailed to you within 7 days of training completion.

Refund and Cancellations:
To request a refund or cancellation please submit the required information through our Contact page. Please visit our Terms of Service for full refund and cancellation policies.

Please email or submit a Contact form to request an accommodation at least 30 days prior to the training you wish to attend.

Complaints or Grievances: 
All complaints or concerns must be submitted in writing by:

Submitting a Contact Form

Emailing concerns to

An email will be sent to acknowledge receipt and complaints will be responded to within 30 days. For full MD CEU Institute Grievance policy information visit our Terms of Service page.